Financial Planning and Wealth Management Services

With an administrative office in Encino and a residence in Irvine, CA, I regularly serve the investment and financial planning needs of individuals and businesses in both Orange and Los Angeles counties. For more information regarding my practice, please click on the hyperlinks above.

"Life is full of uncertainties. Future investment earnings and interest and inflation rates are not known to anybody. However, I can guarantee you one thing... those who put an investment program in place will have a lot more money when they come to retire than those who never get around to it..."

-Noel Whittaker

Contact Info

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. FMS Management Services, Inc. is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc.(NFPISI), which is an affiliate of Kestra IS and Kestra AS. FMS FInancial Services is not affiliated with Kestra IS, Kestra AS or NFPISI.

This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment advisor representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 512-697-6000.